LPL Financial LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1403438
FORT MILL, SC
All Filings in CAPE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,286 | 6,791 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $234,359 | 7,596 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $303,856 | 9,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $318,013 | 9,761 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $261,382 | 8,217 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||